Form D · Investing

PANORAMA EFG CO-INVESTMENT, LLC

Omaha, NE · CIK 0001680345

Offering snapshot reported Aug 17, 2016 · SEC filing

Reported sold
$1.54M
Offering amount: $1.54M
Investors reported
8
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Jun 30, 2016
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Aug 17, 2016Initial$1,537,999No comparison8SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-269063

Source: Form D, filed Aug 17, 2016. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

PANORAMA EFG CO-INVESTMENT LLC

Investment adviser: PANORAMA POINT PARTNERS, LLC

Gross asset value
$0
Beneficial owners
0
ADV minimum commitment
$0

Reported in Form ADV on Nov 9, 2020. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor KPMG, LLP OMAHA, Nebraska, United States
Custodian FIRST REPUBLIC BANK MENLO PARK, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

KPMG, LLP
PCAOB 185

Filing source

Form ADV 1466680 · Nov 9, 2020 · Schedule D 7.B.(1), fund 805-3580811613

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
Clarence Castner Executive
Stephen J. George Executive, Promoter

Issuer details

Industry: Investing (See others in industry)

Address:
13030 Pierce Street Suite 300
Omaha, NE, 68144